Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 9, 10, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
30 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2023-present
- VP Wealth Management Advisor, Fidelity Investments, 1987-2021
Education
- Master of Science in Financial Services, The American College
- Economics, Brigham Young University